Frederick Financial Consultants’s Broadcom AVGO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$865K Buy
2,289
+91
+4% +$36.5K 0.37% 44
2026
Q1
$680K Sell
2,198
-359
-14% -$118K 0.34% 51
2025
Q4
$885K Buy
2,557
+1,115
+77% +$399K 0.48% 42
2025
Q3
$476K Buy
1,442
+114
+9% +$35K 0.27% 55
2025
Q2
$366K Buy
+1,328
New +$288K 0.23% 62

Other funds holding AVGO

Frederick Financial Consultants's AVGO Position: Q2 2026 in Review

Frederick Financial Consultants increased its Broadcom (AVGO) stake by 4.1% in Q2 2026, buying an estimated $36.5K and bringing the position to 2,289 shares worth $865K. The position accounts for 0.37% of the portfolio, ranked #44.

Frederick Financial Consultants first reported a position in AVGO in Q2 2025 and has held it in 5 quarters since. The position peaked at $885K in Q4 2025. 4,819 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Frederick Financial Consultants held 2,289 shares of Broadcom worth $865K as of Q2 2026.
  • Frederick Financial Consultants bought 91 Broadcom shares in Q2 2026, an estimated $36.5K.
  • Broadcom made up 0.37% of Frederick Financial Consultants's portfolio in Q2 2026, its #44 holding.
  • Frederick Financial Consultants first reported a position in Broadcom in Q2 2025 and has held it in 5 quarters since.
  • Frederick Financial Consultants's Broadcom position peaked at $885K in Q4 2025.
  • 4,819 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Frederick Financial Consultants's 13F filing for Q2 2026, filed 14 Aug 2026.